Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 721 | EXPO | EXPONENT INC | Industrials | 606 | $42K | 0.00% | SOLD |
| 722 | VTWG | VANGUARD SCOTTSDALE FDS | — | 180 | $42K | 0.00% | SOLD |
| 723 | MOS | MOSAIC CO NEW | Basic Materials | 1,211 | $42K | 0.00% | SOLD |
| 724 | FULT | FULTON FINL CORP PA | Financial Services | 2,241 | $42K | 0.00% | SOLD |
| 725 | DXJ | WISDOMTREE TR | — | 325 | $42K | 0.00% | SOLD |
| 726 | BCC | BOISE CASCADE CO DEL | Basic Materials | 538 | $42K | 0.00% | SOLD |
| 727 | BAR | GRANITESHARES GOLD TR | Financial Services | 1,091 | $42K | 0.00% | SOLD |
| 728 | DHS | WISDOMTREE TR | — | 412 | $42K | 0.00% | SOLD |
| 729 | ROBT | FIRST TR EXCHANGE TRADED FD | — | 784 | $41K | 0.00% | SOLD |
| 730 | EES | WISDOMTREE TR | — | 739 | $41K | 0.00% | SOLD |
| 731 | — | AMERICA MOVIL SAB DE CV | — | 1,965 | $41K | 0.00% | SOLD |
| 732 | SLGN | SILGAN HLDGS INC | Consumer Cyclical | 959 | $41K | 0.00% | SOLD |
| 733 | VTRS | VIATRIS INC | Healthcare | 4,156 | $41K | 0.00% | SOLD |
| 734 | AFRM | AFFIRM HLDGS INC | Technology | 563 | $41K | 0.00% | SOLD |
| 735 | VOYA | VOYA FINANCIAL INC | Financial Services | 550 | $41K | 0.00% | SOLD |
| 736 | ISCF | ISHARES TR | — | 1,000 | $41K | 0.00% | SOLD |
| 737 | HTH | HILLTOP HOLDINGS INC | Financial Services | 1,228 | $41K | 0.00% | SOLD |
| 738 | EUFN | ISHARES TR | — | 1,191 | $41K | 0.00% | SOLD |
| 739 | GOLY | STRATEGY SHS | — | 1,235 | $41K | 0.00% | SOLD |
| 740 | PJT | PJT PARTNERS INC | Financial Services | 229 | $41K | 0.00% | SOLD |
Sector Allocation
Technology
29.1%
Financial Services
20.7%
Consumer Cyclical
10.9%
Healthcare
9.7%
Industrials
8.8%
Communication Services
8.2%
Consumer Defensive
4.6%
Energy
2.9%
Utilities
2.1%
Real Estate
1.6%